目前来看，没有错杀。_老虎社区_美港股上老虎

哈喽神
04-25

目前来看，没有错杀。持股的话只能继续等待。
传统SaaS公司（软件公司）之所以能获得高估值，本质是因为其“高毛利+高续费率+可预测增长”，但当AI开始降低软件使用门槛、甚至直接替代软件功能时，这种可预测性正在被削弱，估值体系自然面临重构。
在Al不断进化的情况下，软件公司需要证明盈利的持续性，还有不会被Al颠覆 [正经]

# OpenAI带崩AI链条！股价大跌，能否上车？

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WayneEvans
·04-25
说得在理，SaaS高估值逻辑确实松动了
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